Instuitional Investor - Avalon Global Asset Management Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. AMD 135,600 $19,989 7.02%
2. CRWD 78,000 $19,915 6.99%
3. NOW 28,100 $19,852 6.97%
4. NVDA 395,300 $19,576 6.87%
5. PANW 65,920 $19,438 6.82%